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James R. Davis, CPA I Independent Tax Specialist

New York New York

T  201 777 0643

Overview I Experience

Mr. Davis comes to our firm with over 23 years of experience in providing tax compliance, planning, and advisory services to a wide array of high net worth individuals and companies operating in various industries including fiance, investment, insurance, manufacturing, real estate, restaurant, wholesales, retail and professional services. Though he resides in NYC, NY, his services as a complex return reviewer and tax advisor have been retained by a fast-growing regional firm in Atlanta, Georgia due to his ability to analyze and structure client transactions in the most tax favorable manner enabling clients to minimize their Federal and State taxes. He specializes in the areas of IRS/State audit representation, mergers and acquisitions, estate and trust planning, and real estate investing. 

Professional Licenses

Certified Public Accountant


Master of Taxation, Georgia State University

BA(Summa Cum Laude), Georgia Southern University

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